Lee
Taylor

St. Bernard Financial Services, Inc

CRD#4140039
Investment Advisor
in Kansas City, MO
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About this Advisor

Lee Taylor is a financial advisor working in Kansas City, Missouri, who has been in the industry for 14 years. Taylor works at St. Bernard Financial Services, Inc. Their career trajectory has included roles at Us Government, Hbw Securities LLC, Multi-Financial Securities Corporation and Cetera Advisors LLC. Taylor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Missouri and Oklahoma. St. Bernard Financial Services, Inc is an advisory firm based out of Kansas City, Missouri. The investment advisory business has offices in 34 locations and a total of 88 advisors. It administers $61 million in assets between its 420 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 420 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. The company offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on which service is provided. However, fee types charged by St. Bernard Financial Services, Inc may include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

Kansas City, MO

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St. Bernard Financial Services, Inc Brokerage Details

Total Assets Under Management

$61,423,156

MO Average: $880,205,985
Total Number of Employees

88

MO Average: 42
Total Number of Accounts

420

MO Average: 1,714
Average Account Size

$146,246

MO Average: $513,539

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lee Taylor Work History

Lee has 14 years of experience.

2013 - 2016 (3 years)

Cetera Advisors LLC

2009 - 2012 (3 years)

Multi-Financial Securities Corporation

2008 - 2009 (1 years)

Hbw Securities LLC

2004 - 2014 (10 years)

Us Government

Disclosures

Lee Taylor has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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